_{08th August, 2025}

You will be a key player in assisting Private Wealth Advisers, in helping them continue to build their relationships with a range of HNW/UHNW clients.

Duties and Responsibilities

• Assistance to Senior Advisers in implementing client strategies and portfolio recommendations.
• First point of contact for clients. 
• Producing standard and tailored client correspondence.
• Preparation of research and required documentation for client meetings.
• Assistance to the Advisers with implementing client compliance requirements.

Skills & Experience

• Exceptional written and verbal communication skills
• Excellent knowledge of the financial planning industry
• Experience with financial planning software
• Broad knowledge of financial planning concepts, legislation and regulations
• 3-4 years previous experience

If this sounds like you please apply via the link below or for a confidential discussion contact Chris Gordon on 0451 129 269

Apply For Job